Charitable Insights Archive

Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.

• March: Working with clients to develop a strategic charitable plan

• January: Toni Homann & Steve Becker: Joint fieldwork brings expertise and tax advantages to clients
• February: Ryan Eckhardt & Anthony Spangler: Charitable planning as a portfolio rebalancing tool
• April: Bridgit Holly & Brook Williams: Teaming up for the White Dinosaur Trust
• May: Jimmy Moore: Endowment funds: Giving for the future
• June: Nancy Hansen: How to pivot charitable conversations
• July: Katie Garber: Six ways to introduce clients to charitable planning
• September: Kathleen North: Gift annuity is a "delightful surprise" of generosity